Net Worth Advisory Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$604K Sell
2025
Q2
$618K Buy
2025
Q1
$550K Buy
2024
Q4
$504K Sell
2024
Q3
$745K Buy